Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$1B
3
+$704M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$465M
5
EPD icon
Enterprise Products Partners
EPD
+$408M

Top Sells

1
+$807M
2
+$617M
3
+$579M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$552M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$544M

Sector Composition

1 Healthcare 8.93%
2 Technology 8.7%
3 Financials 8.37%
4 Communication Services 6.94%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$23M 0.01%
560,335
+36,002
1302
$23M 0.01%
2,044,018
+432,202
1303
$23M 0.01%
2,250,501
+96,813
1304
$22.9M 0.01%
506,845
-66,845
1305
$22.9M 0.01%
2,865,297
+122,277
1306
$22.9M 0.01%
709,580
+60,242
1307
$22.9M 0.01%
451,092
-9,122
1308
$22.9M 0.01%
477,204
+361,066
1309
$22.8M 0.01%
695,770
+35,709
1310
$22.8M 0.01%
1,466,261
-65,861
1311
$22.8M 0.01%
537,648
+250,303
1312
$22.7M 0.01%
158,472
+146,904
1313
$22.6M 0.01%
851,393
-28,294
1314
$22.6M 0.01%
754,437
+600,418
1315
$22.6M 0.01%
265,362
+50,488
1316
$22.6M 0.01%
571,349
+357,131
1317
$22.6M 0.01%
2,558,500
+1,231,002
1318
$22.5M 0.01%
335,468
+44,536
1319
$22.5M 0.01%
1,645,100
-30,125
1320
$22.5M 0.01%
341,423
+168,692
1321
$22.4M 0.01%
591,389
+342,585
1322
$22.4M 0.01%
471,548
-313,459
1323
$22.3M 0.01%
827,670
+62,102
1324
$22.3M 0.01%
414,903
+79,819
1325
$22.3M 0.01%
777,860
+251,331
51 52
53
54 55